Not yielding for yield
May 27, 2025•49 min•Season 1Ep. 90
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Episode description
This week, Barry and Ernest discuss their preference forcompounders over dividend-paying stocks before providing an update on Alimentation Couche-Tard, Canadian Natural Resources, and Tourmaline Oil.
0:00 – Introduction
3:43 – Our view on a potential recession
14:43 – Why we prefer capital allocators over dividend payers
33:10 – Update on Alimentation Couche-Tard
40:51 – Update on CNQ, Tourmaline, and M&A in the O&Gspace
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